Annuities Client Support Specialist
| Verified Pay check_circle | Provided by the employer$55000 - $65000 per year |
|---|---|
| Hours | Part-time |
| Location | Des Moines, Iowa |
About this job
Job Description
We are seeking a detail-oriented Annuities Client Support Specialist to support retirement planning clients through exceptional service, accurate documentation, and proactive communication. This role serves as a key liaison between clients, Retirement Planners, and financial institutions, ensuring a seamless client experience from meeting preparation through follow-up and account servicing. Apply now!
Work Model:
- On-Site
What You Will Do:
- Prepare client meeting materials and complete post-appointment service requests and transactions
- Serve as the primary point of contact for client questions and account-related needs
- Coordinate documentation and communicate with custodians, carriers, and financial institutions
- Build and maintain strong client relationships through personalized support and follow-through
- Ensure accuracy, compliance, and proper documentation of client activities and transactions
- Partner with planners, paraplanners, and internal teams to resolve issues and support client goals
- Provide guidance on retirement-related topics such as annuities, Medicare, Social Security, and RMDs
- Financial services experience, including annuity products, required
- Current Life & Health Insurance License required
- Strong attention to detail with a commitment to accuracy and follow-through
- Excellent verbal and written communication skills
- Customer-focused mindset with a high level of professionalism and empathy
- Organized, dependable, and able to manage multiple priorities effectively
- Commitment to ongoing learning and professional development
Benefits Overview:
- Health, dental, and vision insurance
- Life and long-term disability insurance
- 401K
- PTO
- $55,000 – $65,000 per Year
Interested and qualified candidates can contact Jess Jones at (515) 225-7000 or email jjones@thepalmergroup.com.
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